Podcast Episodes
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The Fed's Next Punch in the Mouth | Protect the Pile Episode 21 w/ Danielle DiMartino Booth
Visit HedgeyeAM.com for more information
00:00 Welcome to Protect the Pile with Danielle DiMartino Booth
02:01 The Fed’s “Punched in the Mouth” Moment
0…
2 months, 1 week ago
Ep.141 Real Conversations | Rising Geostrategic Risk: The New Rules for Global Markets w/ John O’Connor
***This webcast originally aired live on Hedgeye.com on July 22, 2026***
The age of frictionless globalization is over. Investors are now operating in…
2 months, 1 week ago
The AI Trade Faces Its First Real Test | Protect the Pile Episode 20
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman and Brooks Cutright break down a summer market that keeps defying the noise. With th…
2 months, 2 weeks ago
The Great Private Equity Hangover | Protect the Pile Episode 19 w/ Dan Rasmussen
On this episode of Protect the Pile, R. Patrick Kent, John McNamara and Brooks Cutright sit down with Dan Rasmussen, Founder and Managing Partner of …
2 months, 3 weeks ago
America's 250-Year Market Miracle | Protect the Pile Episode 18 w/ Meb Faber
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman and David Salem sit down with Meb Faber, Co-Founder and CIO of Cambria Investment Ma…
3 months ago
When the Music Stops in Private Markets | Protect the Pile Episode 17 w/ Leyla Kunimoto
Visit HedgeyeAM.com for more info
00:00 - Welcome to Protect the Pile
01:18 - Market Setup: S&P, Rates, Dollar and Credit Spreads
02:02 - Leyla Kunimoto…
3 months, 1 week ago
The Rebalance Steamroller | Protect the Pile Episode 16
In this episode of Protect the Pile, the RPK, Sam & Brooks discuss the market’s hidden flow machine. Brooks breaks down the June quarterly rebalance,…
3 months, 2 weeks ago
The Fed (Finally) Admits the Problem | Rooster Reacts | June 18, 2026
"Rooster Reacts" returns after a long break with Ryan “Rooster” Ricci evaluating Kevin Warsh’s first meeting as the new Fed chair. Ricci frames Warsh…
3 months, 2 weeks ago
Neil Howe on the SpaceX IPO: Party Like It’s 1999? | Protect the Pile Episode 15
In this episode of Protect the Pile, Hedgeye Asset Management portfolio managers R. Patrick Kent, Sam Rahman, Brooks Cutright, and Neil Howe unpack w…
3 months, 3 weeks ago
Ep.140 Real Conversations | The Fractals of Finance: Richard Brennan on the Hidden Geometry of Markets
***This webcast originally aired live on Hedgeye.com on June 9, 2026***
Markets may look chaotic. But are they truly random?
In this special Real Conve…
3 months, 3 weeks ago